EXPERT WILLS AND ESTATE ADVICE GROUNDED IN WISDOM AND EXPERIENCE
INFORMED STRATEGIES FOR WILLS AND ESTATES TO ACHIEVE YOUR GOALS
Olivetree Legal is a boutique legal practice based in Mount Martha on the Mornington Peninsula specialising in estate planning, probate, deceased estate administration, estate litigation and disputes. We offer practical strategies for the generational succession of wealth, grounded in over 20 years’ experience.
We understand every story is different, so we take time to listen to yours, to fully understand your estate planning needs and your objectives. We’re proud to provide a truly personalised service with bespoke documents (Wills, testamentary trusts, powers of attorney, binding death benefit nominations and more) to implement your legacy. With experience in planning for blended families, disability and other vulnerable beneficiaries, we can discuss options to suit your specific needs.
Our services overview
Estate Planning
We provide estate planning solutions for complex relationships and financial affairs, from wills and trusts to asset structuring, superannuation options and powers of attorney. We work with blended families, people with overseas connections, those future-planning for vulnerable people, and more.
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Estate administration
We understand the distress associated with losing family and friends. We have extensive experience to help guide and support you through deceased estate administration, helping you navigate the intricacies of obtaining probate, securing letters of administration, and providing essential information to protect executors from the potential risks involved in administering assets of the deceased.
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Estate litigation
We’re experienced in managing the sensitivities and legal complexities of estate disputes, from challenging the validity of a will to defending a will challenge. Our team will advise you on the practicalities and relevant legal options to achieve the best outcome for your circumstances.
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Wills on Wheels
We understand your time is precious, so we provide a mobile service for wills and estate planning. A member of our team will travel to your home or office to discuss your objectives, take instructions and explore your legal options for drafting or updating your will/s and estate plans.
FIND OUT MORE >
Estate Planning
We provide estate planning solutions for complex relationships and financial affairs, from wills and trusts to asset structuring, superannuation options and powers of attorney. We work with blended families, people with overseas connections, those future-planning for vulnerable people, and more.
Estate administration
We understand the distress associated with losing family and friends. We have extensive experience to help guide and support you through deceased estate administration, helping you navigate the intricacies of obtaining probate, securing letters of administration, and providing essential information to protect executors from the potential risks involved in administering assets of the deceased.
Estate litigation
We’re experienced in managing the sensitivities and legal complexities of estate disputes, from challenging the validity of a will to defending a will challenge. Our team will advise you on the practicalities and relevant legal options to achieve the best outcome for your circumstances.
Wills on Wheels
We understand your time is precious, so we provide a mobile service for wills and estate planning. A member of our team will travel to your home or office to discuss your objectives, take instructions and explore your legal options for drafting or updating your will/s and estate plans.
We’re passionate about giving back to our community
Olivetree Legal contributes to our local and wider communities through volunteer activities and donations. Our lawyers offer pro-bono solicitor services for the preparation of Classic Wills and Powers of Attorney to the Salvation Army, Red Cross and Cancer Council.
Our Community Wills Day is a local fundraising opportunity for community organisations (including Sages Cottage, Moorooduc; The Babes Project, Frankston; Soroptimist, Mt Eliza and more) during which our lawyers offer their time to assist with Wills, Testamentary Trusts and Powers of Attorney on a pro-bono basis.